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Speculation

Adding Teekay Tankers (TNK)

My tanker bets have not been working. This quarter might be a little rough given the depressed dayrates, but this has been a great year for them in general (earnings-not share price). I am not worried about Teekay Tankers in the long run and am prepared to wait out the…
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Buying FPX Nickel (FPX)

FPX Nickel (FPX) is a junior nickel mining company developing the Decar Nickel District in central British Columbia. This company is already one of my largest holdings, but I am buying another tranche during the share price pullback today. I will consider it an opening position in keeping with the…
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Closing Out Trilogy Metals

I am closing my final position in Trilogy Metals (TMQ) for a scratch. I believe it is too early to get excited about an economic recovery which would be required to sustain increasing base metals prices. As long as Trilogy is able to secure its access road, I anticipate that this stock…
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Buying More Scorpio (STNG)

I am adding a second tranche of Scorpio Tankers (STNG) as it has pulled back significantly. Tanker stocks are volatile. Charter rates bounce around. Shares are sold for an infinite number of reasons. The important takeaway is that the fundamentals are strong. These companies are getting great rates for their ships…
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Taking Another Tranche of Nexgen (NXE)

I am adding a third tranche of Nexgen (NXE). This is an unbelievably cheap price for this world class uranium asset. I believe there is a future for uranium and that this company will be worth much more at some future time. It’s a patience challenge. This is a Speculation, but…
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Increasing Nexgen (NXE) Position

I am adding a second tranche of Nexgen (NXE) for all of the reasons that I bought the first tranche in October, 2019. It is cheaper now and it is still a tremendous asset. This Speculation could take a very long time to play out. I will be patient and likely add…
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Adding to Alexco Resources

I am adding to my favorite silver company, Alexco Resource, on this market downdraft. It recently divested its environmental consulting company which added cash and streamlined its operations to focus on mine development. The company continues to wait on its Water Use License, but that issue should be resolved later…
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Sandstorm Gold Royalties

I am buying Sandstorm Gold Royalties (SAND) at a price that I did not think I would see again. The severity of the pullback in the broad markets has created many casualties and opportunities. Sandstorm is a well managed precious metals royalty and streaming company. It is a growing cash…
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